Minneapolis, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Tiedemann Advisors, LLC
Enterprise
Firm-wide stats for Tiedemann Advisors, LLC
Clients per advisor
102 HighAvg AUM per client
$59,222,149 Very HighHNW client ratio
100% Very HighAbout
Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high‑net‑worth families and individuals, as well as to trusts, foundations, endowments and charitable organizations. The firm describes a manager‑of‑managers model that sources and monitors third‑party managers, integrates existing and illiquid holdings into client plans, and offers limited family office and trustee services through affiliated entities.
The firm’s investment process combines a core exposure to third‑party managers and investment themes with shorter‑term (generally 12–24 month) tactical positions driven by macroeconomic research, fundamental/technical/cyclical analysis and a proprietary risk‑optimization tool. Portfolios may include alternative and private investment funds and the Brochure explicitly discusses use of options, futures and other derivatives and the material risks associated with those instruments.
Distinctive elements called out in the Brochure include the Adviser’s role in managing and advising multiple private Funds (with the ability to grant investor‑specific concessions such as fee waivers or modified redemption terms) and the firm’s disclosure of regulatory AUM and parent‑company business combination with AlTi Global. The Brochure emphasizes accredited/qualified investor eligibility for fund investments, does not describe services for non‑high‑net‑worth retail individuals or corporate/business clients, and discusses commodity/futures exposures in a way that is consistent with commodity‑pool or trading‑advisor style strategies.
Based on Tiedemann Advisors, LLC
Expertise
Based on Tiedemann Advisors, LLC
Location
600 Highway 169 South, Suite 1950
Minneapolis MN 55426
Advisors at this office
3
Advisors at this office
Erich H
CFA®
Minneapolis, MN
Tiedemann Advisors, LLC
Erich Hartwig is a CFA® charterholder with one year of experience in the financial industry. He has worked at Tiedemann Advisors, LLC since 2024 and previously spent 13 years at Envoi, LLC. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as to trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach and uses a proprietary risk-optimization tool to guide asset allocation across various asset classes.
James S
Series 63, Series 65
Minneapolis, MN
Tiedemann Advisors, LLC
James Sand is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool and a range of investment strategies including equities, fixed income, private investments, and derivatives.
Ryan S
Series 63, Series 65
Minneapolis, MN
Tiedemann Advisors, LLC
Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.
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